Google está lanzando su propia red de telefonía móvil en EEUU y amenaza con convertirse en un poderoso rival para los grupos de telecomunicaciones a menos que éstos se muevan rápidamente para apoyar los esfuerzos ambiciosos por mejorar el acceso al Internet a nivel mundial.
La compañía también está lanzando su producto de banda ancha súper rápida Google Fiber en más de 30 ciudades de EEUU, una medida que incitará a grupos como AT&T a seguir su ejemplo.
Google se ha sentido crecientemente frustrado por lo que considera son intentos de las compañías titulares de telecomunicaciones por evitar que brinde nuevos servicios en mercados establecidos, mientras que a la vez dejan fuera de su alcance a los usuarios sin conexión en todo el mundo.
EEUU se encuentra por debajo de muchos países europeos en cuanto a la velocidad y asequibilidad de la banda ancha. Pero el modelo de negocios de Google se basa en conectar al Internet a la mayor cantidad posible de personas con la esperanza de que luego utilicen sus servicios.
La compañía espera al mostrarles a los clientes que es posible obtener mejores servicios, éstos van a exigirles más a los operadores establecidos.
El funcionamiento de la red sería pequeño pero lo suficientemente importante como para que los operadores móviles tradicionales puedan aprender de las buenas ideas, según Sundar Pichai, vicepresidente de productos de Google.
Al hablar el lunes en el Mobile World Congress de Barcelona, el Sr. Pichai señaló semejanzas con la manera en que Google había desarrollado sus propios teléfonos inteligentes bajo la marca Nexus, que fueron fabricados por otros fabricantes de teléfonos.
Google podría asimismo utilizar las redes que son propiedad de los grupos existentes para poner en marcha sus servicios como operador móvil virtual (OMV). No dijo si los planes se extenderían hacia fuera de EEUU.
Los analistas se preguntan si Google podría representar una amenaza para los operadores de redes al prestar servicios que puedan perturbar los modelos tradicionales de negocio.
«Lo que pensamos que está intentando hacer es obligar a los operadores existentes a acelerar las cosas, ser más innovadores e introducir nuevas características», dijo Martin Garner, analista de CCS Insight.
«Sin embargo, existe la amenaza creíble de que pueda hacer algo más grande, si Google sintiera que tuviera que hacerlo».
Los informes de que Google ha mantenido conversaciones con los dos operadores inalámbricos más pequeños de EEUU – Sprint y T-Mobile – acerca de un OMV, ya habían provocado una reacción por parte de los grandes operadores de telefonía móvil de EEUU.
A principios de este año, un alto ejecutivo de Verizon, el mayor operador de telefonía móvil de EEUU, advirtió que el consiguiente aumento de tráfico derivado de cualquier acuerdo con Google presionaría la infraestructura y provocaría el riesgo de dejar a todos los clientes con un servicio deficiente.
El Sr. Pichai dijo que otros proyectos de Google para proporcionarles conexiones móviles a las personas estaban progresando rápidamente. Dijo que los primeros vuelos de planeadores impulsados por energía solar diseñados para llevar las señales de móviles a las zonas rurales comenzarían en los próximos meses.
Estos vuelos de aviones no tripulados – apodado Proyecto Titan por Google – funcionarán junto con los planes existentes del grupo de lanzar grandes globos de aire caliente para crear una «red flotante de torres de celulares».
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